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Disclosery

CVA Family Office, LLC: SCHD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CVA Family Office, LLC on SCHD, newest first. How the timeline and the estimate are built.

CVA Family Office, LLC held 1,906,589 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,906,589 shares
    Change vs previous 13F -5,021 shares

    5.47% of the 13F portfolio, value $60,457,922.

    13F-HR 0001802084-26-000003 filed by CVA Family Office, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 1,911,610 shares
    Change vs previous 13F -83,395 shares

    6.18% of the 13F portfolio, value $58,648,207.

    13F-HR 0001802084-26-000002 filed by CVA Family Office, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 1,995,005 shares
    Change vs previous 13F -173,351 shares

    6.29% of the 13F portfolio, value $54,722,974.

    13F-HR 0001802084-26-000001 filed by CVA Family Office, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 2,168,356 shares
    Change vs previous 13F -146,795 shares

    7.62% of the 13F portfolio, value $59,196,116.

    13F-HR 0001802084-25-000007 filed by CVA Family Office, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 2,315,151 shares
    Change vs previous 13F -130,762 shares

    8.62% of the 13F portfolio, value $61,351,498.

    13F-HR 0001802084-25-000004 filed by CVA Family Office, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 2,445,913 shares
    Change vs previous 13F +147,599 shares

    10.48% of the 13F portfolio, value $68,387,734.

    13F-HR 0001802084-25-000003 filed by CVA Family Office, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 2,298,314 shares
    Change vs previous 13F +1,520,137 shares

    9.94% of the 13F portfolio, value $62,789,938.

    13F-HR 0001802084-25-000001 filed by CVA Family Office, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 778,177 shares
    Change vs previous 13F not available

    10.68% of the 13F portfolio, value $65,779,295.

    13F-HR 0001802084-24-000005 filed by CVA Family Office, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).